BTC ETFs may attract $35 billion in fund inflows by 2025, are Crypto ETFs becoming the new favorite?

Nate Geraci, CEO of ETF Store, emphasized that ETFs related to crypto assets will lead in fund inflows in 2024, with the largest 8 funds launched this year belonging to this sector.
This list includes four spot BTC ETFs, two Ethereum ETFs, and two MicroStrategy ETFs.
In the past 12 months, these 8 funds have outperformed the performance of all approximately 740 ETFs.
BlackRock's spot BTC ETF IBIT recorded over $37 billion in positive net inflows in less than a year, ranking first.
IBIT also became the best-performing ETF launched in history, accumulating nearly $53 billion in assets under management (AUM) within 11 months.
Fidelity's spot BTC ETF FBTC ranked second with a total fund inflow of $12.2 billion, while BlackRock's spot Ethereum ETF ETHA ranked third with $3.5 billion in positive net inflows.
This highlights the disparity in inflows between BTC and Ethereum ETFs, as the largest Ethereum ETF's inflow is 11 times lower than that of the largest BTC fund.
The other two BTC ETFs on the list are ARK 21shares' ARKB and Bitwise's BITB, which recorded fund inflows of $2.6 billion and $2.2 billion, respectively.
The first ETF related to MicroStrategy (YieldMax's MSTY) recorded the eighth-largest net inflow, close to $1.8 billion, followed by the second Ethereum ETF on the list (Fidelity's FETH) with slightly over $1.5 billion in net inflows.
Defiance's MSTX, with $1.4 billion in fund inflows, ranks among the top eight, becoming the second ETF related to MicroStrategy.
Analysts are optimistic about the prospects of U.S. crypto ETFs.
According to Bitwise estimates, next year alone, BTC ETFs will attract $35 billion in fund inflows, accumulating over $70 billion in less than two years.
At the same time, Bloomberg ETF analysts Eric Balchunas and James Seyffart expect a wave of new crypto asset-related ETFs to emerge next year.
Additionally, Geraci recently predicted that the regulatory environment will become more favorable for the sector in the coming months, making it possible for Solana (SOL) ETFs to gain approval in 2025.
According to data from Farside Investors, between November 6 and December 27, the spot BTC ETFs traded in the U.S. recorded $12.1 billion in fund inflows, accounting for 34% of their fund flows this year to date.
The impact on spot Ethereum ETFs is even more significant, with $3.2 billion in fund inflows during the same period. These funds are sufficient to reverse these funds' negative net flow of over $500 million, currently totaling nearly $2.7 billion.